KM Office Hours Collaborative Notes
Links to our Collaborative notes from the weekly office hour call for the KM Collaborative.
Resource type
Topic(s)
Pillar
Links to our Collaborative notes from the weekly office hour call for the KM Collaborative.
Some KM Partners may require hands-on assistance in areas such as data migration, configuration, custom training, launch assistance, etc., which are classified as Consulting Services. The Forum staff provides these services for an hourly fee*, exclusive of work performed by the KM Collaborative vendors at an hourly rate structure outlined below. Consulting Services projects estimated for 5 hours or less do not require a signed contract with a KM Partner; while not requiring a signed agreement, these hours are still billable.
This resource provides documentation, written by Kim Snipes, on how to create a Record-Triggered Flow in Salesforce to create a new Opportunity record when the current year's Membership record meets specific criteria.
This resource provides documentation on how to deactivate a Salesforce User, as well ass the things to consider before doing so.
This resource contains written documentation and a video demo of how to set up a Sandbox to use the Forum Salesforce Package.
This resource contains the release notes and instructions for upgrading to version 4.807 of the Forum's Salesforce Package, as well as a recording from the August 11 Office Hours call.
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